Basic Members
Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio
Some practical advice to 401k investors that relies on real world results rather than just on academic studies.
A Trip Down Memory Lane – Revisiting Portfolio Optimization
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
How Many Investment Options Should 401k Plan Sponsors Offer?
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/11
Fees remain a hot topic, but maybe the worry should focus on the government. You won’t believe what it’s thinking about doing.
Study Reveals Five Factors That Help Lower 401k Fees
The ICI comes out with a study that makes it look easy, but what’s the catch?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/11
A flurry of a week that saw lawmakers go back to the future, the brokers get more than they bargained for and another good “teachable moment” for investing.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.